TRAVELERS COMPANIES, INC. (TRV) — Institutional Holders, Q2 2026 (page 8)
1,872 institutional investment managers reported a TRV position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $61.0B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 701 to 800. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
TRV 13F holders ranked 701–800 of 1,872
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 701 | Bullock Wealth Management Group#701 · 4,645 sh | 4,645 | $1.6M | — | +8.1% |
| 702 | TOCQUEVILLE ASSET MANAGEMENT L.P.#702 · 4,664 sh | 4,664 | $1.5M | 0.02% | +22.6% |
| 703 | ALERUS FINANCIAL NA#703 · 4,663 sh | 4,663 | $1.5M | 0.07% | +193.3% |
| 704 | Clare Market Investments#704 · 4,656 sh | 4,656 | $1.5M | 0.28% | -1.7% |
| 705 | IFC Advisors#705 · 4,629 sh | 4,629 | $1.5M | 0.19% | 0.0% |
| 706 | Glenview#706 · 5,233 sh | 5,233 | $1.5M | 0.02% | 0.0% |
| 707 | Independent Advisor Alliance#707 · 4,576 sh | 4,576 | $1.5M | 0.04% | -12.5% |
| 708 | Soltis Investment Advisors#708 · 4,570 sh | 4,570 | $1.5M | 0.08% | +8.0% |
| 709 | Compound Planning#709 · 4,564 sh | 4,564 | $1.5M | 0.04% | +11.3% |
| 710 | RiverFront Investment Group#710 · 4,543 sh | 4,543 | $1.5M | 0.02% | +19.0% |
| 711 | OSTRUM ASSET MANAGEMENT#711 · 4,533 sh | 4,533 | $1.5M | 0.07% | +6.2% |
| 712 | PRIVATE NA#712 · 4,523 sh | 4,523 | $1.5M | — | -4.4% |
| 713 | Diversified#713 · 4,521 sh | 4,521 | $1.5M | 0.02% | +0.8% |
| 714 | RFG - Bristol Wealth Advisors#714 · 4,520 sh | 4,520 | $1.5M | — | +0.3% |
| 715 | INVESTORS ASSET MANAGEMENT OF GEORGIA /GA#715 · 4,511 sh | 4,511 | $1.5M | — | 0.0% |
| 716 | Bull Harbor Capital#716 · 4,509 sh | 4,509 | $1.5M | 0.29% | +39.3% |
| 717 | FIDUCIARY#717 · 4,507 sh | 4,507 | $1.5M | 0.02% | +0.2% |
| 718 | OCCUDO QUANTITATIVE STRATEGIES#718 · 4,500 sh | 4,500 | $1.5M | 0.08% | New |
| 719 | NorthRock Partners#719 · 4,430 sh | 4,430 | $1.5M | 0.02% | +3.1% |
| 720 | MWA Asset Management#720 · 4,425 sh | 4,425 | $1.5M | 0.66% | +1.1% |
| 721 | Somerset Group#721 · 4,303 sh | 4,303 | $1.5M | 1.02% | 0.0% |
| 722 | EQUITABLE#722 · 4,371 sh | 4,371 | $1.4M | — | +0.4% |
| 723 | Qtron Investments#723 · 4,368 sh | 4,368 | $1.4M | 0.19% | -14.1% |
| 724 | JNBA Financial Advisors#724 · 4,367 sh | 4,367 | $1.4M | 0.11% | -0.5% |
| 725 | Hilltop#725 · 4,359 sh | 4,359 | $1.4M | 0.11% | -15.4% |
| 726 | Hanson & Doremus Investment Management#726 · 4,337 sh | 4,337 | $1.4M | — | +2.4% |
| 727 | Valeo Financial Advisors#727 · 4,295 sh | 4,295 | $1.4M | — | +3.8% |
| 728 | JB Capital#728 · 4,280 sh | 4,280 | $1.4M | — | +1.4% |
| 729 | Employees Retirement System of Texas#729 · 4,271 sh | 4,271 | $1.4M | 0.01% | 0.0% |
| 730 | Coastal Bridge Advisors#730 · 4,262 sh | 4,262 | $1.4M | 0.09% | -5.6% |
| 731 | LONGFELLOW INVESTMENT MANAGEMENT#731 · 4,249 sh | 4,249 | $1.4M | 0.29% | 0.0% |
| 732 | Financial Planning Hawaii#732 · 4,245 sh | 4,245 | $1.4M | — | +1.3% |
| 733 | Fifth Third Wealth Advisors#733 · 4,220 sh | 4,220 | $1.4M | — | 0.0% |
| 734 | RMB Capital Management#734 · 4,209 sh | 4,209 | $1.4M | 0.02% | -3.1% |
| 735 | Tudor Financial#735 · 4,200 sh | 4,200 | $1.4M | 0.62% | +60.0% |
| 736 | DELPHI MANAGEMENT#736 · 4,191 sh | 4,191 | $1.4M | 1.35% | +2.3% |
| 737 | MOODY NATIONAL BANK DIVISION#737 · 4,190 sh | 4,190 | $1.4M | — | +1.1% |
| 738 | Linden Thomas Advisory Services#738 · 4,185 sh | 4,185 | $1.4M | — | +0.1% |
| 739 | Belpointe Asset Management#739 · 4,180 sh | 4,180 | $1.4M | 0.05% | -3.6% |
| 740 | Ronald Blue#740 · 4,172 sh | 4,172 | $1.4M | — | -2.5% |
| 741 | Cornerstone Wealth Management#741 · 4,172 sh | 4,172 | $1.4M | 0.06% | -2.2% |
| 742 | Vectors Research Management#742 · 4,168 sh | 4,168 | $1.4M | 0.36% | +1.7% |
| 743 | BAILARD#743 · 4,150 sh | 4,150 | $1.4M | — | -5.1% |
| 744 | Perpetual Ltd#744 · 4,129 sh | 4,129 | $1.4M | — | -1.5% |
| 745 | FLPUTNAM INVESTMENT MANAGEMENT#745 · 4,125 sh | 4,125 | $1.4M | 0.02% | +0.5% |
| 746 | Synergy Financial Management#746 · 4,103 sh | 4,103 | $1.4M | 0.13% | New |
| 747 | CV Advisors#747 · 4,100 sh | 4,100 | $1.4M | — | New |
| 748 | Private Wealth Asset Management#748 · 4,063 sh | 4,063 | $1.3M | 0.13% | 0.0% |
| 749 | Yoffe Investment Management#749 · 3,987 sh | 3,987 | $1.3M | 1.51% | 0.0% |
| 750 | Texas Bank#750 · 3,986 sh | 3,986 | $1.3M | 0.43% | 0.0% |
| 751 | STOCK YARDS BANK#751 · 3,948 sh | 3,948 | $1.3M | 0.04% | -5.3% |
| 752 | Forza Wealth Management#752 · 3,912 sh | 3,912 | $1.3M | — | -0.3% |
| 753 | TIAA Wealth Investment Management#753 · 3,899 sh | 3,899 | $1.3M | <0.01% | +27.8% |
| 754 | Sterneck Capital Management#754 · 3,895 sh | 3,895 | $1.3M | 0.55% | 0.0% |
| 755 | OFI INVEST ASSET MANAGEMENT#755 · 4,036 sh | 4,036 | $1.3M | 0.01% | +56.0% |
| 756 | TD Waterhouse Canada#756 · 3,810 sh | 3,810 | $1.3M | — | -11.7% |
| 757 | KANAWHA CAPITAL MANAGEMENT#757 · 3,852 sh | 3,852 | $1.3M | — | +5.5% |
| 758 | Aster Capital Management (DIFC) Ltd#758 · 3,841 sh | 3,841 | $1.3M | 0.27% | New |
| 759 | Foundations Investment Advisors#759 · 3,837 sh | 3,837 | $1.3M | 0.01% | -3.5% |
| 760 | SAGESPRING WEALTH PARTNERS#760 · 3,790 sh | 3,790 | $1.3M | — | +8.2% |
| 761 | Wedmont Private Capital#761 · 3,669 sh | 3,669 | $1.2M | — | +14.1% |
| 762 | KINGSWOOD WEALTH ADVISORS#762 · 3,736 sh | 3,736 | $1.2M | — | +14.7% |
| 763 | Tevis Investment Management#763 · 3,727 sh | 3,727 | $1.2M | 0.67% | -27.1% |
| 764 | Atom Investors#764 · 3,716 sh | 3,716 | $1.2M | 0.11% | New |
| 765 | DAYMARK WEALTH PARTNERS#765 · 3,702 sh | 3,702 | $1.2M | 0.03% | -2.6% |
| 766 | Frec Markets#766 · 3,702 sh | 3,702 | $1.2M | 0.11% | +41.6% |
| 767 | KORNITZER CAPITAL MANAGEMENT#767 · 3,686 sh | 3,686 | $1.2M | 0.03% | +3.4% |
| 768 | TEMA ETFS#768 · 3,671 sh | 3,671 | $1.2M | — | +8.6% |
| 769 | Westerkirk Capital#769 · 3,669 sh | 3,669 | $1.2M | 0.12% | 0.0% |
| 770 | WEST PACES ADVISORS#770 · 3,667 sh | 3,667 | $1.2M | — | -13.0% |
| 771 | Fisher Asset Management#771 · 3,658 sh | 3,658 | $1.2M | <0.01% | +13.5% |
| 772 | Davis Asset Management, L.P.#772 · 3,653 sh | 3,653 | $1.2M | 0.03% | 0.0% |
| 773 | Capital Investment Advisors#773 · 3,633 sh | 3,633 | $1.2M | — | New |
| 774 | Parrish Capital#774 · 3,616 sh | 3,616 | $1.2M | — | -14.3% |
| 775 | PRINCIPAL SECURITIES#775 · 3,593 sh | 3,593 | $1.2M | 0.01% | -4.9% |
| 776 | HARBOR CAPITAL ADVISORS#776 · 3,589 sh | 3,589 | $1.2M | — | +0.2% |
| 777 | Barden Capital Management#777 · 3,573 sh | 3,573 | $1.2M | — | -29.9% |
| 778 | TCW GROUP#778 · 3,572 sh | 3,572 | $1.2M | <0.01% | -0.5% |
| 779 | LEVEL FOUR ADVISORY SERVICES#779 · 3,559 sh | 3,559 | $1.2M | 0.03% | +10.7% |
| 780 | BOYD WATTERSON ASSET MANAGEMENT#780 · 3,538 sh | 3,538 | $1.2M | 0.31% | 0.0% |
| 781 | Redwood Investment Management#781 · 3,500 sh | 3,500 | $1.2M | 0.11% | -1.7% |
| 782 | Wilmington Savings Fund Society, FSB#782 · 3,494 sh | 3,494 | $1.2M | — | +0.2% |
| 783 | Gryphon Financial Partners#783 · 3,492 sh | 3,492 | $1.2M | 0.10% | +9.4% |
| 784 | AMG National Bank#784 · 3,487 sh | 3,487 | $1.2M | 0.02% | -25.3% |
| 785 | Calamos Wealth Management#785 · 3,465 sh | 3,465 | $1.1M | 0.03% | +0.1% |
| 786 | MATHER GROUP#786 · 3,419 sh | 3,419 | $1.1M | — | +13.2% |
| 787 | EDMOND DE ROTHSCHILD HOLDING S.A.#787 · 3,418 sh | 3,418 | $1.1M | 0.01% | +234.8% |
| 788 | TIAA , NATIONAL ASSOCIATION#788 · 3,403 sh | 3,403 | $1.1M | 0.07% | -21.2% |
| 789 | CWA Asset Management Group#789 · 3,399 sh | 3,399 | $1.1M | — | +11.2% |
| 790 | Rinkey Investments#790 · 3,368 sh | 3,368 | $1.1M | 0.26% | 0.0% |
| 791 | UNION SAVINGS BANK#791 · 3,363 sh | 3,363 | $1.1M | — | 0.0% |
| 792 | Minot DeBlois Advisors#792 · 3,361 sh | 3,361 | $1.1M | 0.95% | -0.7% |
| 793 | Pinnacle Wealth Management Advisory Group#793 · 3,361 sh | 3,361 | $1.1M | — | +6.8% |
| 794 | PFG Investments#794 · 3,347 sh | 3,347 | $1.1M | 0.04% | -7.7% |
| 795 | Connecticut Wealth Management#795 · 3,340 sh | 3,340 | $1.1M | — | -0.2% |
| 796 | Munich Reinsurance Stock in Munich#796 · 3,333 sh | 3,333 | $1.1M | 0.02% | +511.6% |
| 797 | SEARLE#797 · 3,304 sh | 3,304 | $1.1M | 0.24% | 0.0% |
| 798 | VILLERE ST DENIS J#798 · 3,303 sh | 3,303 | $1.1M | 0.13% | 0.0% |
| 799 | Tradition Wealth Management#799 · 3,280 sh | 3,280 | $1.1M | 0.07% | +0.2% |
| 800 | Evergreen Wealth Solutions#800 · 2,926 sh | 2,926 | $1.1M | 0.06% | +145.9% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.